Best Financial Advisors in Lafayette, IN

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Lafayette area.

Girardot Strauch & Co CPA

Girardot Strauch & Co CPA

(16)
Business Services, Tax Services, Services For Individuals
“Have especially appreciated understandable answers to questions on complicated tax issues from Richard Bartholomew and the skill of Diana Lanman in pulling together the return.”
Transparent Fees & Pricing
In Business Since 1997
316 Main St, Lafayette, IN
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Elements Wealth Management

Elements Wealth Management

(4)
“I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners.”
Transparent Fees & Pricing
In Business Since 1997
1527 Kossuth St, Lafayette, IN
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Summit Financial Group of Indiana

Summit Financial Group of Indiana

(3)
Succession Planning, Estate Planning, Retirement Planning
“Knowing Jon's dedication and drive, I wouldn't hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.”
Licensed
Accepts All Major Credit Cards
In Business Since 2004
310 Ferry St, Lafayette, IN
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Turquoise Wealth Management

Turquoise Wealth Management

(2)
“Great people with a great mission.”
In Business Since 2018
300 Main St #401, Lafayette, IN
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Clarify Wealth Management

Clarify Wealth Management

(1)
“I worked with Tanner and he provided me with everything I needed and made it easy to understand.”
CFP Certified
In Business Since 2011
2925 Union St, Lafayette, IN
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Banker Investment Group

Banker Investment Group

(13)
  • Portfolio
  • Questions
  • Managing
“Operates on the philosophy whereby they make money when you make money - not on the old method of only selling securities that pay big commissions to the brokerage.”
In Business Since 2006
1241 Cumberland Ave B, West Lafayette, IN 47906
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BBK Wealth Management

BBK Wealth Management

(1)
“He is knowledgeable, strategic, communicative and sweet.”
In Business Since 2020
300 Main St Suite #412, Lafayette, IN
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Financial Partners Group

Financial Partners Group

“Transparent. Holistic. Ethical. We believe values matter, and we live by ours every day.”
Accepts All Major Credit Cards
In Business Since 2007
3721 Rome Dr Suite B, Lafayette, IN
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Bluesafe Financial

Bluesafe Financial

(5)
“They spend time educating each client on their services, analyzing products, and will make you feel comfortable with investment choices specific to each individual and family's needs and goals.”
In Business Since 2015
100 Saw Mill Rd # 2300, Lafayette, IN
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Lafayette Wealth Management Group - David Sharp

Lafayette Wealth Management Group - David Sharp

Lwmg Insurance, Wealth Planning
“We also provide transparent, side-by-side comparisons of retirement plan strategies to uncover the most efficient plan for your company.”
In Business Since 2015
2920 Conservation Club Rd, Lafayette, IN
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Security Federal Savings Bank Investment Division

Security Federal Savings Bank Investment Division

Executor of Estates, Trusts, Financial Guardianship
“When you bank with us, you give back. At Security Federal, our commitment to community means putting dollars where our hearts are. We invest 10% of our earnings into area scholarships, donations, and charitable contributions.”
Transparent Fees & Pricing
3920 McCarty Ln Suite B, Lafayette, IN
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Madren Financial - Invst

Madren Financial - Invst

“At Madren Financial, we are committed to helping you achieve financial freedom. Our focus is on your TOTAL financial health. As your personal CFO, we will help you set and crush goals for you, your business, and your family, while keeping you protect...”
INVST Certified
In Business Since 2023
3741 Rome Dr B, Lafayette, IN
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Cornerstone Financial

Cornerstone Financial

Education Planning, Estate Planning, Investment Management
“Your goals and priorities should be the driver for how you use your resources, including your most valuable one — your time. We will work with you so we clearly understand you, your goals and concerns so we can develop a plan for your unique situatio...”
In Business Since 2016
2020 Union St Suite 400, Lafayette, IN
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The Schamber Group

The Schamber Group

“The Schamber Group, Inc. is an independent financial services firm located in Lafayette, Indiana. At Schamber Group, independence means freedom to structure our business in the best interest of our clients. We are not part of a large insurance compan...”
In Business Since 2010
3526 Osborne Dr suite b, Lafayette, IN
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McLaughlin Asset Management

McLaughlin Asset Management

“McLaughlin Asset Management, Inc. (MAM) is a Registered Investment Advisor (RIA) firm. Our firm provides tailored financial strategies and a disciplined investment approach to help our clients succeed over the long-term. We are a family-oriented firm...”
In Business Since 2007
323 Columbia St Suite 102, Lafayette, IN
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Secuirty Federal Savings Bank Investment Division

Secuirty Federal Savings Bank Investment Division

Executor of Estates, Trusts, Financial Guardianship
“El martes 30 de enero, nuestro cajero automático de la sucursal principal estará inactivo para una actualización programada. Nuestro cajero automático en la sucursal de Logansport Mall ubicado en 300 Mall Road estará disponible durante este tiempo. P...”
Transparent Fees & Pricing
In Business Since 2015
Serving Lafayette Area
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Linc Financial Group

Linc Financial Group

“To be recognized for our extraordinary client care, exceeding their expectations. To provide the right protection for our clients is our primary concern, in their ever-changing needs, through our relationship commitment. We strive to make complex sit...”
In Business Since 2015
Serving Lafayette Area
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Seth Attinger CPA

Seth Attinger CPA

(7)
Business Services, Tax Services, Industries
“He helped us while we were in the military with earned income in multiple states, had rental property income and expenses, and had a personal business.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2021
Free Initial Consultation
Serving Lafayette Area
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Oremus Corporation NA

Oremus Corporation NA

Outsourced Accounting, Tax Services, Industries
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
Serving Lafayette Area
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C S Oats Accountancy Corporation

C S Oats Accountancy Corporation

Outsourced Accounting, Tax Services, Industries
“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
Serving Lafayette Area
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Pampel & Associates

Pampel & Associates

(2)
“Great people”
In Business Since 1998
Serving Lafayette Area
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Bactrian

Bactrian

Business Services, Tax Services, Services For Individuals
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2022
Free Initial Consultation
Serving Lafayette Area
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The Resolution Center

The Resolution Center

(29)
  • Resource
  • Understanding
  • Knowledge
“I don't know how I would've gotten through such a trying time without their expertise and guidance, especially when maintaining a peaceful relationship for our kids during a divorce and beyond was crucial.”
Transparent Fees & Pricing
In Business Since 2013
Serving Lafayette Area
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J. Galt Finance Suite

J. Galt Finance Suite

(15)
  • Small Business
  • Company
  • Credit
“In the beginning that was ok, but eventually our personal credit was taking a huge hit and we were not getting approved for things or if we were it was a couple thousand dollars that we really couldn't do a whole lot with.”
Licensed, BBB Accredited
Free Initial Consultation
In Business Since 2021
3500 Depauw Blvd Suite 1110, Indianapolis, IN
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Retirement Planning and Investment Management Services in Lafayette, IN Cost Estimates

Minimum cost
$1109
Maximum cost
$9424
National Average
$3326
Avg Per Hour Rates
$333
$2218
$6098
Average price range is based on 478 cost profiles
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Average Cost $3326
Minimum cost $1109
Maximum cost $9424
Avg Per Hour Rates $333

Average range $2218 to $6098 is based on 478 cost profiles.

Why these companies made our list

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